United Capital Financial Advisors’s iShares ESG Advanced MSCI EAFE ETF DMXF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.53M | Sell |
20,585
-1,465
| -7% | -$109K | 0.01% | 494 |
|
|
2025
Q1 | $1.48M | Sell |
22,050
-17,380
| -44% | -$1.17M | 0.01% | 480 |
|
|
2024
Q4 | $2.55M | Buy |
39,430
+3,757
| +11% | +$243K | 0.02% | 370 |
|
|
2024
Q3 | $2.57M | Buy |
35,673
+6,872
| +24% | +$495K | 0.02% | 364 |
|
|
2024
Q2 | $1.94M | Buy |
28,801
+3,529
| +14% | +$238K | 0.02% | 411 |
|
|
2024
Q1 | $1.72M | Buy |
25,272
+129
| +0.5% | +$8.79K | 0.01% | 457 |
|
|
2023
Q4 | $1.61M | Buy |
+25,143
| New | +$1.61M | 0.01% | 460 |
|